Solutions Architect - EPM (Pigment)

Alpha FMC

Alpha Alternatives - EPM Overview Alpha is a global advisory firm focused on alternative investments, financial services, and technology-enabled transformation. We help clients improve reporting processes, operational efficiency, governance, and scalability through a combination of business consulting, technology implementation, and industry expertise. As an Elite Workiva partner, Alpha’s Workiva practice is one of our core solution offerings. We are looking for an experienced Manager-level consultant who can step into active client delivery, lead Workiva implementation projects, manage delivery teams, and drive high-quality outcomes across complex reporting and operational initiatives. Role Overview The Manager, Workiva Implementation Consultant will lead client-facing Workiva implementation projects from discovery through go-live. This individual will be responsible for managing project delivery, leading client workshops, overseeing solution design, coordinating consultants and solution architects, and ensuring the Workiva platform is configured to support each client’s reporting and business needs. This is a hands-on consulting leadership role. The ideal candidate can quickly pick up active projects, understand client requirements, organize workstreams, manage teams, communicate clearly with stakeholders, and drive delivery forward with minimal ramp-up. What You’ll Do / Keys to Success * Lead the planning, execution, and delivery of Workiva implementation projects from kickoff through go-live, ensuring projects are delivered on time, within scope, and aligned to client expectations. * Serve as the day-to-day project lead and primary client contact, managing scope, timelines, deliverables, risks, issues, budget awareness, and overall communication. * Lead client meetings, discovery sessions, design workshops, status calls, sprint reviews, steering committee updates, and go-live readiness discussions. * Translate client reporting processes, spreadsheets, documents, and business requirements into scalable Workiva solutions. * Oversee the setup and configuration of Workiva documents, spreadsheets, presentations, processes, tasks, permissions, reporting workflows, template structures, linking strategies, common content, and review cycles. * Manage consultants and solution architects assigned to Workiva implementation projects by assigning work, monitoring progress, removing blockers, reviewing deliverables, and holding the team accountable. * Support Agile delivery activities, including sprint planning, backlog management, standups, retrospectives, and definition-of-done reviews. * Develop and deliver client training, support user acceptance testing, resolve feedback, and help clients understand how to maintain and operate their Workiva solution after go-live. * Build trusted relationships with client stakeholders across accounting, finance, reporting, operations, IT, audit, compliance, and executive teams. * Proactively identify project risks, dependencies, decisions, and opportunities to expand client value through additional Workiva use cases, optimization, managed services, or future phases. * Mentor consultants and senior consultants while supporting Alpha’s internal methodology, accelerators, templates, delivery best practices, and sales pursuits as needed. Required Qualifications * 5+ years of consulting, financial systems, reporting transformation, or enterprise software implementation experience. * 3+ years of hands-on Workiva implementation experience. * Experience leading Workiva implementation projects or major Workiva workstreams. * Strong understanding of Workiva documents, spreadsheets, linking, reporting workflows, permissions, tasks, processes, and platform administration. * Ability to translate existing client reports, spreadsheets, documents, business requirements, and manual processes into scalable Workiva solutions. * Strong project management skills, including scope, timeline, budget, risk, issue, and stakeholder management. * Experience managing consultants or cross-functional delivery teams. * Strong client-facing presence with the ability to lead meetings, workshops, and executive-level status updates. * Excellent written and verbal communication skills. * Strong Excel literacy and comfort working with financial reporting materials. * Familiarity with Agile project delivery, including sprint planning, backlog management, and status reporting. * Ability to operate independently, manage ambiguity, and drive work forward with minimal oversight. Preferred Qualifications * Workiva certifications or specializations in one or more relevant areas. * Experience implementing Workiva for financial reporting, fund reporting, investor reporting, SEC reporting, management reporting cases. * Experience working with private markets, asset management, real estate, insurance, public companies, or broader financial services clients. * Experience with template design, common content, report standardization, roll-forward processes, review workflows, and scalable reporting architecture. * Prior management consulting experience. * Experience supporting go-live readiness, user acceptance testing, training, and post-go-live support. * Ability to support sales pursuits, solution demonstrations, estimates, and statements of work. * Strong understanding of reporting operating models and how technology can improve process efficiency, governance, and control. Compensation and Benefits * Learning and development: Vast opportunities to self-development, unlimited access to LinkedIn Learning * Flexible working: Work-life balance with flexible schedule * Community events: We offer a range of social events and meetups * 25 days’ holiday in addition to public holidays * Supplemented medical, dental and vision coverage * 401(k) with employer match * Wellness initiatives to promote healthy working, including an allowance for remote working technology * Access to discounted travel, tickets, events, and more through our benefit partner There are a wide range of factors that are considered in making compensation decisions including but not limited to - skill sets, experience and training, and licensure and certifications. A reasonable estimate of the salary range is $130,000 – $160,000 USD, subject to change based on salary benchmarking. In addition to this salary, candidates will be eligible for a variable bonus.

Alpha FMC

About Alpha Alternatives Alpha Alternatives, a part of Alpha Group, is a fast-growing global consulting firm focused on digital and operational transformation in the alternative investment industry—including private equity, real estate, private debt, credit, and infrastructure. We are recognized for our deep domain expertise, innovative thinking, and commitment to delivering exceptional value. Our consultants work alongside clients to solve complex operational and technology challenges in financial services. At Alpha, we believe in empowering client teams to be change agents and driving sustainable transformation through collaboration, insight, and execution excellence. About the Team Our Enterprise Performance Management (EPM) practice enables clients to achieve operational and financial excellence through advanced planning, forecasting, and profitability solutions. Our business model combines the talents of industry leaders and service-delivery experts to help clients achieve operational efficiencies and excellence through structure, process, and technology. We provide project-based services in several key areas, including business consulting, technology solutions, and end-to-end operational improvement. As a partner, our Workiva practice is the highlight of our EPM solutions offerings, and we are looking for experienced Wdata consultants to join our fast-growing team. Role Overview As a Senior Consultant, you will be a lead member of the team delivering reporting automation components of client engagements that identify, design, and implement technology and creative business solutions, financial reporting automation, and process improvement projects. Leading implementation and optimization of Workiva solutions, managing end-to-end project delivery, and ensuring data integrity for reporting outcomes. Responsibilities * Lead implementation and optimization of Workiva solutions, project delivery, and ensure data automation for reporting outcomes. * Lead with identification and formulation of business requirements, functional design, and process design. prototyping, testing, training, and defining support procedures. * Identify gaps or technical debt, and redesign pipelines, tables, and chains for performance, scalability, and maintainability. * Design Scalable Data Architecture * Translate accounting and reporting requirements * Participate through full life cycle implementations. * Lead client workshops for solution design and client education. * Provide mentorship to junior-level staff. Qualifications Required: * A minimum of 3+ years of relevant consulting or relevant functional finance industry experience * Workiva Certified * A minimum of 1 full life cycle Workiva or similar EPM cloud technology implementation * Hands-on functional experience and/or demonstrated proficiency in improvement projects—driving efficient, compliant reporting solutions through technology-enabled implementations, best practice advisory, and strong client collaboration. * Strong Excel literacy * Passion for assessing current processes and systems, identifying opportunities for improvement, and implementing tools and automation to streamline routine tasks. * Results-oriented, motivated, self-starter with an eagerness to learn new skillsets. * Strong desire to excel and gain exposure to multiple industries while further developing your career. * Strong communication skills with the ability to identify improvement opportunities in a client's operating model to execute more effectively.  Preferred / Desired: * Workiva Delivery Certification highly preferred with 1+ years’ experience in management consulting * Experience with Workiva implementations and optimizations within the solution. * Significant hands-on experience implementing Wdata (data tables, data prep, chains, connectors, views, transformations). * Proven experience connecting Wdata into one or more Workiva use cases (e.g., SEC & Management reporting, ESG, Fund reporting). * Data Integration & Architecture Skills -Strong understanding of data modeling, ETL concepts, and relational structures. * Experience integrating ERPs/GLs, subledgers, CRMs, and data warehouses into a central data layer. * Comfort working with SQL, data mappings, and transformation logic. * Ability to think through complex problems and effectively communicate issues and potential solutions to the client and colleagues. * Subject matter expertise in Private Equity, Real Estate, and Financial Services. * Understanding of the other tools, processes, and applications used by Private Equity, Real Estate, and Financial Services firms and their clients Compensation and Benefits * Learning and development: Vast opportunities to self-development, unlimited access to LinkedIn Learning * Flexible working: Work-life balance with flexible schedule * Community events: We offer a range of social events and meetups * 25 days’ holiday in addition to public holidays * Supplemented medical, dental and vision coverage * 401(k) with employer match * Wellness initiatives to promote healthy working, including an allowance for remote working technology * Access to discounted travel, tickets, events, and more through our benefit partner There are a wide range of factors that are considered in making compensation decisions including but not limited to - skill sets, experience and training, and licensure and certifications. A reasonable estimate of the salary range is $100,000 – $130,000 USD for US based hires and $120,000 – $150,000 CAD for Toronto based hires, subject to change based on salary benchmarking. In addition to this salary, candidates will be eligible for a variable bonus.

Alpha FMC

ROLE OVERVIEW Alpha FMC is a specialist consulting firm focused on digital and operational transformation for Asset and Wealth Management, Alternative Investments, and Insurance clients worldwide. Our EPM practice is a fast-growing, collaborative team delivering high-quality solutions across platforms including Anaplan, Pigment, and Workiva. The Solution Architect is a senior technical and client-facing role responsible for leading EPM design and delivery. You will shape architectural approaches, lead model-building teams through agile delivery, and serve as the primary technical voice with clients. This role operates at Manager or Senior Manager level within the EMEA EPM practice. Please note, we are not accepting agency submissions for this role at this time.  ROLE AT A GLANCE LEVEL MANAGER OR SENIOR MANAGER PLATFORM FOCUS ANAPLAN AND/OR PIGMENT (PRIMARY); BROADER ALPHA EPM PLATFORM EXPOSURE EXPECTED TEAM GLOBAL EPM PRACTICE, EMEA-BASED CLIENT SECTORS ASSET MANAGEMENT, PRIVATE MARKETS, REAL ESTATE, WEALTH MANAGEMENT, INSURANCE TRAVEL CLIENT OFFICES IN LONDON AND OCCASIONAL EMEA TRAVEL   RESPONSIBILITIES PRE-SALES SUPPORT You will contribute to pre-sales activities including building and presenting platform demonstrations, either personally or by directing a model builder. You are expected to develop deep familiarity with Alpha's accelerator models for Asset Managers, Real Estate, Private Markets, and Workforce Planning, through active engagement with the wider EPM community. SCOPE DEFINITION AND DISCOVERY You will own project scoping from initial discovery through to sign-off. This involves: * Leading discovery sessions with client stakeholders to surface current-state processes, systems, and data flows * Documenting business and functional requirements with precision * Producing workflow and process diagrams of existing and future-state operations * Identifying integration dependencies and assessing enterprise-level system alignment * Flagging scope risks early and communicating them directly to the Project Manager and client representatives SOLUTION DESIGN AND SPECIFICATIONS Prior to build commencement, you will translate functional requirements into detailed project specifications and sprint plans. This includes designing and documenting the future-state operating model, including how new processes, data sources, and workflows connect through the EPM solution. Where system capabilities and client specifications diverge, you will propose pragmatic workarounds. REQUIREMENTS DOCUMENTATION You will lead requirements gathering and maintain documentation discipline throughout the delivery lifecycle. User Stories are captured in JIRA. As part of this process, you will examine existing systems to identify improvement and integration opportunities. BUILD TEAM LEADERSHIP You will direct and oversee model builders throughout the development lifecycle, including: * Ensuring specifications and requirements are clearly articulated to the build team * Monitoring sprint progress and adherence to timelines * Resolving technical blockers and answering build-phase questions as they arise * Acting as a liaison between client-facing personnel and model builders * Keeping the Project Manager informed of progress, risks, and issues CLIENT ENGAGEMENT You will engage directly with client stakeholders throughout the project, from discovery through to deployment. This includes preparing and presenting sprint reviews, progress updates, integration reports, and demonstrations. You should be equally comfortable communicating with business sponsors and technical counterparts. You will also receive evolving requirements from clients during delivery and work with the Project Manager to prioritise and re-plan accordingly.. PRACTICE DEVELOPMENT At both Manager and Senior Manager level, Solution Architects are expected to broaden their platform knowledge beyond their primary specialism, contributing to Alpha's multi-platform EPM capability. Contributions to internal knowledge management, methodology development, and team development are an active expectation of the role.   REQUIREMENTS EXPERIENCE AND QUALIFICATIONS * University degree or equivalent professional qualification * Anaplan Anaplan Solution Architect Certified and/or Pigment Pro Certified  * Strong consulting background, or 2-4 years of managing Anaplan/Pigment platforms in internal Finance teams * Demonstrable experience in requirements gathering, documentation, and scoping across complex programmes * Desired: Financial modelling experience in Private Markets, Asset Management or Insurance. TECHNICAL SKILLS * Deep knowledge of Anaplan and/or Pigment, including advanced concepts, model design best practices, and integration design patterns * Strong Excel modelling background; familiarity with broader EPM and finance systems is advantageous * Proficiency in process mapping tools such as Visio or LucidChart * Experience with JIRA or equivalent agile project tooling for user story and backlog management * Competency in Microsoft Office, particularly PowerPoint and Word, for client-facing deliverables CONSULTING AND CLIENT SKILLS * Exceptional written and oral communication skills, with the ability to present confidently to both business and technology audiences * Strong analytical and problem-solving capability, with attention to detail and the ability to quickly grasp complex, cross-functional requirements * Track record of managing client relationships and delivering under pressure * Ability to interact effectively with vendors and partners to gather technical information critical to project scope and execution PERSONAL ATTRIBUTES * Self-motivated, proactive, and organised in a fast-paced consulting environment * Able to prioritise workload and manage competing expectations across multiple stakeholders * Genuine interest in Financial Services, Private Markets, and the technology landscape underpinning these sectors * Appetite to grow knowledge across Alpha's broader EPM platform portfolio * Flexibility for working on client site in London.   If you’re looking to make an impact, join Alpha Alternatives for a high-flying career helping transform the planning processes for the alternative investment industry. Please note, we are not accepting agency submissions for this role at this time.